2 members of Congress have disclosed 4 trades in JPMorgan Equity Premium Income ETF (JEPI) since 2021: 3 purchases worth about $191.00K and 1 sale worth about $8.00K. The most active was Max L. Miller, with 1 trade. The latest trade was made on Oct 6, 2023.
JEPI’s price and SPY’s, both as the change since the start of the range. A green triangle marks a day members bought JEPI, a red one a day they sold; hover for who and how much.
| # | Member | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Net | Buys vs SPY | First Traded | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Max L. MillerR-OH | 1 | 0 | 1 | $0.00 | $8.00K | -$8.00K | – | Oct 6, 2023 | Oct 6, 2023 |
| 2 | Kevin HernR-OK | 3 | 3 | 0 | $191.00K | $0.00 | +$191.00K | -85.2% | Jul 30, 2021 | Oct 6, 2022 |
| Owner | Type | Filing | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Max L. MillerR-OH | JEPIJPMorgan Equity Premium Income ETFETF | Self | Sell (Partial) | $1K–$15K | Oct 6, 2023 | Oct 8, 2023 | 2d | +8.2% | -66.9% | |
| Kevin HernR-OK | JEPIJPMorgan Equity Premium Income ETFETF | Joint | Buy | $1K–$15K | Oct 6, 2022 | Nov 9, 2022 | 34d | +9.8% | -91.7% | |
| Kevin HernR-OK | JEPIJPMorgan Equity Premium Income ETFETF | Joint | Buy | $1K–$15K | Sep 7, 2022 | Oct 10, 2022 | 33d | +3.7% | -85.4% | |
| Kevin HernR-OK | JEPIJPMOrGAN Equity Premium Income ETFETF | Joint | Buy | $100K–$250K | Jul 30, 2021 | Sep 15, 2021 | 47d late | -7.0% | -78.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
2 members of Congress have disclosed 4 trades in JPMorgan Equity Premium Income ETF (JEPI) since 2021: 3 purchases worth about $191.00K and 1 sale worth about $8.00K. The most active was Max L. Miller, with 1 trade. The latest trade was made on Oct 6, 2023. Most active: Max L. Miller (1), Kevin Hern (3).
Since 2021 they have disclosed 3 purchases and 1 sale; by the midpoints of the disclosed ranges, about $191.00K bought and $8.00K sold, a net purchase of $183.00K.
Members of Congress report each trade over $1,000 within 45 days under the STOCK Act, with the amount as a range. The chart marks the days members traded JEPI on its price, against the S&P 500 over the same days.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.